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Chronicles

The story behind the story

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Nike will stop selling its sneakers and apparel directly on Amazon, ending a pilot program that began in 2017

- Move follows naming of ex-EBay CEO as Nike's next chief  —  Nike Inc. is breaking up with Amazon.com Inc.  —  The athletic brand will stop selling its sneakers …

Bloomberg

Context & Ripple Effects

When Nike signed on to sell directly on Amazon in 2017, the deal was read as a surrender note for big brands: sell through the platform or lose control of pricing and distribution to third-party resellers (even the major brands must now sell on Amazon). Two years later, Nike is reversing course, ending the pilot it began in 2017 and pulling its sneakers and apparel off the marketplace outright.

The exit lands alongside two signals in the related coverage: Nike's next chief executive comes from eBay, a marketplace-native operator, and Amazon had spent early 2019 purging thousands of wholesale vendors in favor of a seller-direct model — reshaping the very channel Nike is leaving. The reversal didn't hold permanently either; by 2025 Amazon was planning to sell Nike products directly again for the first time since 2019.

First-order effects

  • Nike loses its only first-party storefront on Amazon, handing the sneaker listings back to third-party resellers whose pricing Nike can no longer directly anchor.

Second-order effects

  • Other major brands watching the split must weigh whether the 2017 logic — be on Amazon or cede pricing control — still holds when the biggest brand in athletic wear just walked away; counterfeit goods were cited as a lingering problem, so unauthorized sellers stand to fill the vacuum Nike exits.

Third-order effects

  • If the arc holds — exit in 2019, return by 2025, and Nike shedding digital side bets like the RTFKT NFT subsidiary — the durable lesson is that brand-platform distribution deals are renegotiable cycles rather than permanent commitments, with each side repricing its leverage every few years.

The trend: Brand-to-marketplace relationships are becoming cyclical rather than permanent, with pricing-control disputes driving repeated exits and reentries.

Discussion

  • @novy_williams Eben Novy-Williams on x
    BREAKING: Big news in retail. @Nike will stop selling product directly through @Amazon. Company was two years into relationship with Amazon. (w/ @spencersoper) https://www.bloomberg.com/... #SportsBiz
  • @laurenthomas Lauren Thomas on x
    Amazon has clearly been trying to become a bigger name in fashion - an area where it has struggled. It's been courting brands, like Calvin Klein and Chico's, to sell there. Now, Nike says it won't sell directly to Amazon anymore. Will others follow? https://www.cnbc.com/...
  • @leshann Shann Biglione on x
    Nike are right. Amazon has not pivoted to a brand fertile environment while Nike have done a cracking job with their owned online store. Experience in e-commerce isn't just defined by delivery times anymore. https://twitter.com/...
  • @kknapp Keith Knapp on x
    Every brand with reputation and category leadership potential should be making this decision. I am sometimes frustrated when I can't order an item on Prime, but then I end up having so much respect for the brand for being principled. Kudos, @Nike. https://twitter.com/...
  • @tomfgoodwin Tom Goodwin on x
    I bet this will be the start of a lot of this. Think this a great moment for Shopify. https://twitter.com/...
  • @unsuckebay @unsuckebay on x
    “Nike Will End Pilot Project Selling Products on Amazon Site” via @spencersoper Interesting that as former @eBay CEO John Donahoe takes the reins at Nike, they're ditching Amazon Note, Adidas brands are huge eBay marketplace customers $EBAY $AMZN $NKE https://www.bloomberg.com/..…